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Impact Partnership Wealth’s AllianzIM U.S. Equity Buffer20 Jul ETF JULW Stock Holding History

Impact Partnership Wealth’s Portfolio JULW Stock Details JULW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-3,451
Closed -$101K – 981
2023
Q3 		$101K Buy
3,451
+881
+34% +$26.3K 0.03% 320
2023
Q2 		$76.6K Buy
+2,570
New +$73.9K 0.03% 217

Other funds holding JULW

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SB
Strategic Blueprint Atlanta, Georgia $1.72B AUM 19.92% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
W
Wealthquest Cincinnati, Ohio $1.41B AUM 14.87% 1-Year Est. Return
BOSSRA
B.O.S.S. Retirement Advisors Lehi, Utah $328M AUM 17.54% 1-Year Est. Return

Impact Partnership Wealth's JULW Position: Q4 2023 in Review

Impact Partnership Wealth sold out of AllianzIM U.S. Equity Buffer20 Jul ETF (JULW) in Q4 2023, closing a stake of 3,451 shares — an estimated $101K sold.

Impact Partnership Wealth first reported a position in JULW in Q2 2023 and held it in 2 quarters. The position peaked at $101K in Q3 2023. 56 funds tracked by Wall St. Rank hold JULW as of Q4 2023.

  • Impact Partnership Wealth reported no remaining AllianzIM U.S. Equity Buffer20 Jul ETF position as of Q4 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 3,451 AllianzIM U.S. Equity Buffer20 Jul ETF shares in Q4 2023, an estimated $101K.
  • Impact Partnership Wealth first reported a position in AllianzIM U.S. Equity Buffer20 Jul ETF in Q2 2023 and held it in 2 quarters.
  • Impact Partnership Wealth's AllianzIM U.S. Equity Buffer20 Jul ETF position peaked at $101K in Q3 2023.
  • 56 funds tracked by Wall St. Rank held AllianzIM U.S. Equity Buffer20 Jul ETF as of Q4 2023.

Based on Impact Partnership Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.